To create a Xero invoice draft:
- Click the Xero subtab on a contact or organization that’s linked to a Xero contact.
- Click the Actions menu, and select Create Invoice (Draft).
- Enter and select the invoice information and click Create Invoice Draft.
- The new invoice will appear with a status of “Draft.” Once it is approved in Xero, it will be updated in Insightly. Click View to open the draft in Xero.
Only users with a Xero login will be able to access the information in Xero.